Carson Wealth (CWM LLC)
BSJT icon

Carson Wealth (CWM LLC)’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BSJT Stock Details BSJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.2K Hold
628
– – ﹤0.01% 4665
2025
Q4 		$14K Buy
+628
New +$13.5K ﹤0.01% 4354
2025
Q2 		– Sell
-2,382
Closed -$50K – 5125
2025
Q1 		$50K Buy
+2,382
New +$51.1K ﹤0.01% 2987

Other funds holding BSJT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BSJT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) position steady in Q1 2026 at 628 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4665.

Carson Wealth (CWM LLC) first reported a position in BSJT in Q1 2025 and has held it in 3 quarters since. The position peaked at $50K in Q1 2025. 111 funds tracked by Wall St. Rank hold BSJT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 628 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $13.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Invesco BulletShares 2029 High Yield Corporate Bond ETF share count unchanged in Q1 2026.
  • Invesco BulletShares 2029 High Yield Corporate Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4665 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco BulletShares 2029 High Yield Corporate Bond ETF position peaked at $50K in Q1 2025.
  • 111 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.